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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Nautilus Wealth Advisors (swap one in):+ Futura Asset Advisors LLC $114.8M · Coral Gables, FL+ Capital South Wealth Management, LLC $113.3M · Baton Rouge, LA+ Capital Enhancement, LLC $102.5M · Warren, NJ+ Stillwater Capital Management $102.5M · Carmel-By-The-Sea, CA
Indialantic, FL
Miami, FL
Mullica Hill, NJ
Assets under management$107.9M$115M$102.5M
Asset growth, last 2 years+0%–−16%
Advisory staff165
Individual clients7169351
Assets per client$1.5M$1.7M$292K
Clients per advisor711270
Main custodianRaymond James–Lincoln Financial Distributors, Inc.
Filing with the SEC since202120192012 or earlier
Tools in their stack31–
People on Advicer.bio185

From each firm's latest Form ADV (Mar 2026, Apr 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolNautilus Wealth AdvisorsUyana Partners LLCVictory Wealth Partners
Custodial Platform
Raymond JamesUses it––
Financial Planning
eMoneyUses it––
Performance Reporting
Addepar–Uses it–
Website Builders
WixUses it––

Custodians on Form ADV: Nautilus Wealth Advisors: Raymond James · Uyana Partners LLC: none listed · Victory Wealth Partners: Lincoln Financial Distributors, Inc., Mid Atlantic Capital Group, Inc.